Category Archives: Technical

Restrict Dataverse Record Access by Column Value Using Filtered Record Ownership

Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizona accounts, and your sales head should have access to all accounts. You could manage this using business units, teams, or manual record sharing. But as your business grows and records keep changing, maintaining these… Read More: Restrict Dataverse Record Access by Column Value Using Filtered Record… »

How to Reuse Web Templates as Components in Power Pages

Copying the same Liquid and HTML block onto page after page works fine until the first design change, when you have to edit every copy. Web templates as components in Power Pages fix this: you write the layout once, reuse it on any page, and each page only sets its own values in the design… Read More: How to Reuse Web Templates as Components in Power Pages »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 2

In Part 1 of this series, we explored how to eliminate inbox noise and automate case triage using AI Email Classification, ARC Rules, and the Case Management Agent. We saw how the AI can instantly read emails, create cases, and even follow up with unresponsive customers without human intervention. Now, we will explore the final… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

How to Use Verbatim Responses in Dynamics 365 Customer Service Copilot

What happens when Copilot rewrites a safety instruction or changes the wording of a legally approved statement? A small change in wording can alter a requirement, remove an important condition, or create confusion for customers. In Dynamics 365 Customer Service, verbatim responses in Copilot help address this problem by returning approved knowledge content without rewriting… Read More: How to Use Verbatim Responses in Dynamics 365 Customer Service… »

Managing Dataverse Attachments Without a Form Using the Modern Attachments Control in Canvas App

The modern Attachments control in canvas apps lets users add, download and remove files on a record, and unlike the classic control, it no longer needs a form to work. In this article, we cover how the Attachments control used to work, what the modern control changes, and how to use it with and without… Read More: Managing Dataverse Attachments Without a Form Using the Modern Attachments… »

Introducing new Power Pages site setting for Web API

We have a custom PCF control on our Power Pages site that loads employee details along with their locations on the Active Employees view. For every employee, it shows the coordinates in the list. The control reads data from our custom Employee table (new_employees), and since we use a lot of columns from this table,… Read More: Introducing new Power Pages site setting for Web API »

From Prompt to Pro-Code: Converting a Power Apps Vibe CRM App into a Code App

What happens when a sales team’s AI-generated lead tracker needs to graduate to a developer-owned codebase, including the CLI gotchas nobody warns you about. Power Apps vibe lets you describe an app in plain English and generate a working application connected to Dataverse in minutes. That speed is useful for sales operations teams that need… Read More: From Prompt to Pro-Code: Converting a Power Apps Vibe CRM… »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 1

When a customer service team grows, they often face a big problem. Their shared support inbox fills up with noise. Real customer complaints need immediate attention. However, these important emails often get lost under vendor newsletters, out-of-office replies, and automated alerts. If you do not have an intelligent filter, every single email creates a new… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

Web API Plugin for Declarative Agents in Microsoft 365 Copilot

Sales and business users often need quick access to CRM information such as customer names, telephone numbers, revenue, location, and account details. we will build a real world Account Assistant that connects Microsoft 365 Copilot to an existing ASP.NET Core REST API. The REST API queries the Microsoft Dataverse Account table and exposes an account-search… Read More: Web API Plugin for Declarative Agents in Microsoft 365 Copilot »

Web tracking and personalization overview (Customer Insights Data) – (Preview)

Web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) enables organizations to track website interactions from anonymous and known visitors. This data can be associated with customer profiles and used for segmentation and personalized website experiences. For example, an insurance customer may browse coverage plans and use a quote calculator before creating… Read More: Web tracking and personalization overview (Customer Insights Data) – (Preview) »